A detailed history of Robertson Stephens Wealth Management, LLC transactions in Block, Inc. stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 7,073 shares of SQ stock, worth $596,253. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,073
Previous 4,234 67.05%
Holding current value
$596,253
Previous $273,000 73.63%
% of portfolio
0.02%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$57.21 - $72.07 $162,419 - $204,606
2,839 Added 67.05%
7,073 $474,000
Q2 2024

Aug 13, 2024

BUY
$61.9 - $81.46 $12,875 - $16,943
208 Added 5.17%
4,234 $273,000
Q1 2024

May 15, 2024

BUY
$62.57 - $85.72 $62 - $85
1 Added 0.02%
4,026 $340,000
Q4 2023

Feb 06, 2024

BUY
$39.22 - $79.6 $157,860 - $320,390
4,025 New
4,025 $311,000
Q2 2023

Aug 11, 2023

BUY
$55.54 - $68.84 $7,608 - $9,431
137 Added 2.93%
4,817 $320,000
Q1 2023

May 11, 2023

BUY
$60.68 - $88.41 $7,949 - $11,581
131 Added 2.88%
4,680 $321,000
Q4 2022

Feb 14, 2023

BUY
$51.51 - $73.38 $234,318 - $333,805
4,549 New
4,549 $285,000
Q2 2022

Aug 12, 2022

SELL
$57.51 - $145.19 $94,833 - $239,418
-1,649 Closed
0 $0
Q1 2022

May 16, 2022

BUY
$88.72 - $164.03 $146,299 - $270,485
1,649 New
1,649 $223,000
Q4 2021

Feb 14, 2022

SELL
$158.3 - $265.08 $161,782 - $270,911
-1,022 Closed
0 $0
Q3 2021

Nov 10, 2021

SELL
$233.69 - $281.81 $237,896 - $286,882
-1,018 Reduced 49.9%
1,022 $245,000
Q2 2021

Aug 17, 2021

BUY
$197.13 - $273.23 $205,015 - $284,159
1,040 Added 104.0%
2,040 $497,000
Q4 2020

Feb 10, 2021

BUY
$154.88 - $241.58 $154,880 - $241,580
1,000 New
1,000 $217,000

Others Institutions Holding SQ

About Block, Inc.


  • Ticker SQ
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 529,536,000
  • Market Cap $44.6B
  • Description
  • Block, Inc., together with its subsidiaries, creates tools that enables sellers to accept card payments and provides reporting and analytics, and next-day settlement. It provides hardware products, including Magstripe reader, which enables swiped transactions of magnetic stripe cards; Contactless and chip reader that accepts Europay, MasterCard,...
More about SQ
Track This Portfolio

Track Robertson Stephens Wealth Management, LLC Portfolio

Follow Robertson Stephens Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Robertson Stephens Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Robertson Stephens Wealth Management, LLC with notifications on news.